529 Plans


Be smart and get started.

It’s a simple fact: college costs a fortune these days. Which is why it’s so important to have a savings plan for your child or children’s education.

The good news is saving for college is easier than you probably think. You can start as basic as saving $25 a month in a savings account you don’t touch. Or you can go ahead and set up a tax advantaged 529 Plan, which allows you to save for education costs and pay no federal income tax on account earnings. There are several 529 Plan options, as well as many other ways to put money away for college expenses. We can help you find the plan that best meets your current and future needs.

But getting started is the most important first step. Because obviously, the sooner you start, the more you’ll save. Let us help you get started today.


UnionState Financial Advisor